Mutual Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 28, 2025), Mutual Advisors, LLC reported 1,077 stock positions worth $3.5 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.7% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 4.7%) and Apple (AAPL, 3.8%). Compared with Q4 2024, it opened 107 new positions, sold out of 94, added to 486 and reduced 432. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +16747%) and the biggest sale iShares US Treasury Bond ETF (GOVT, shares −97%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001694080
- Portfolio Value
- $3.5B (Q1 2025)
- SEC Filing
- 0001986152-25-000037 ↗ filed Apr 28, 2025
Holdings Value
Holdings 1,077 stocks · $3.5B
| SPY SS SPDR S&P 500 ETF Trust-US | 6.67% | 423,033 | $232.9M | Add +24.5% |
| IEF iShares 7-10 Year Treasury B | 4.74% | 1,737,097 | $165.4M | Add +16747.0% |
| AAPL Apple Inc. | 3.77% | 628,923 | $131.6M | Reduce -4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.10% | 203,547 | $108.1M | Reduce -1.7% |
| IVV iShares Core S&P 500 ETF | 2.99% | 188,890 | $104.5M | Reduce -3.7% |
| MSFT Microsoft Corp. | 2.55% | 227,547 | $89.2M | Add +8.8% |
| SGOV iShares 0-3 Month Treasury B | 2.44% | 845,889 | $85.1M | Add +11321.7% |
| LLY Eli Lilly & Co. | 1.61% | 63,463 | $56.1M | Add +0.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.26% | 479,405 | $44.0M | Add +91.7% |
| VOO Vanguard S&P 500 ETF | 1.16% | 80,010 | $40.5M | Reduce -10.0% |
| AMZN Amazon.com Inc. | 1.09% | 201,116 | $38.0M | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 1.07% | 712,469 | $37.4M | Add +1.8% |
| NVDA Nvidia Corp. | 0.96% | 302,732 | $33.6M | Reduce -2.8% |
| CBSH Commerce Bancshares Inc. | 0.82% | 471,350 | $28.5M | Reduce -0.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.77% | 56,603 | $26.7M | Reduce -39.2% |
| AGG iShares Core U.S. Aggregate | 0.72% | 253,365 | $25.0M | Add +128.3% |
| VIG Vanguard Dividend Apprec ETF | 0.67% | 124,300 | $23.5M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.67% | 95,935 | $23.4M | Reduce -1.7% |
| META Meta Platforms Inc. Class A | 0.67% | 42,556 | $23.3M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.66% | 511,526 | $23.0M | Add +33.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 83,040 | $22.5M | Reduce -15.6% |
| ICSH iShares Ultra Short Duration | 0.63% | 435,287 | $22.0M | Add +1080.3% |
| GOOGL Alphabet Inc. Class A | 0.62% | 134,519 | $21.8M | Reduce -3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.59% | 124,895 | $20.6M | Add +17.0% |
| GOOG Alphabet Inc. Class C | 0.55% | 117,219 | $19.2M | Add +1.1% |
| VYM Vanguard High DVD Yield ETF | 0.53% | 149,403 | $18.4M | Add +1.3% |
| SCHG Schwab US Large-Cap Growth | 0.53% | 725,674 | $18.3M | Add +12.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.50% | 383,219 | $17.6M | Add +11.8% |
| COST Costco Wholesale Corp. | 0.47% | 16,965 | $16.6M | Add +8.5% |
| BOND PIMCO Active Bond Exchange-T | 0.45% | 173,534 | $15.9M | New |
| NFLX Netflix Inc. | 0.45% | 14,383 | $15.8M | Reduce -0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.44% | 238,765 | $15.5M | Add +15.8% |
| TSLA Tesla Inc. | 0.44% | 53,381 | $15.2M | Add +9.5% |
| SCHV Schwab US Large-Cap Value | 0.43% | 594,324 | $15.2M | Add +0.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.43% | 308,813 | $14.9M | Add +8.0% |
| SCHZ Schwab US Aggregate Bond ETF | 0.42% | 641,700 | $14.8M | Add +0.9% |
| V Visa Inc. Class A | 0.42% | 43,894 | $14.7M | Reduce -4.4% |
| RUNN Running Oak Efficient GR ETF | 0.41% | 456,873 | $14.4M | Add +6.5% |
| JCPB JPMorgan Core Plus Bond ETF | 0.40% | 301,161 | $14.1M | Add +3.7% |
| SCHD Schwab US DVD Equity ETF | 0.40% | 547,828 | $14.1M | Reduce -3.0% |
| STIP iShares 0-5 Year Tips Bond E | 0.39% | 131,492 | $13.6M | Add +325.2% |
| VGT Vanguard Info Tech ETF | 0.39% | 24,762 | $13.5M | Add +126.0% |
| XLK SS Technology Select Sector | 0.37% | 62,641 | $13.1M | Reduce -9.1% |
| DGRO iShares Core Dividend Growth | 0.36% | 210,995 | $12.6M | Add +1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.36% | 33,102 | $12.5M | Reduce -11.9% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 129,438 | $12.2M | Reduce -8.5% |
| WMT Walmart Inc. | 0.35% | 126,771 | $12.1M | Add +10.5% |
| AVGO Broadcom Inc. | 0.34% | 61,184 | $11.8M | Add +6.7% |
| FLOT iShares Floating Rate Bond E | 0.34% | 230,424 | $11.7M | Reduce -7.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.33% | 230,386 | $11.6M | Add +35.1% |
| SECT Main Sector Rotation ETF | 0.33% | 227,969 | $11.6M | Add +2.7% |
| CVX Chevron Corp. | 0.33% | 82,701 | $11.5M | Reduce -2.2% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.33% | 130,443 | $11.4M | Add +7.9% |
| JPST JPMorgan Ultra-Short Income | 0.33% | 225,229 | $11.4M | Reduce -3.7% |
| OHI Omega Healthcare Investors | 0.32% | 299,308 | $11.3M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.32% | 103,917 | $11.3M | Add +4.2% |
| CGCP Cap Group Core Plus Income | 0.31% | 490,378 | $11.0M | Reduce -0.9% |
| VONG Vanguard Russell 1000 Growth | 0.29% | 107,682 | $10.1M | Add +13.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.28% | 197,572 | $9.8M | Reduce -0.0% |
| JEPI JPMorgan Equity Premium Inco | 0.28% | 175,109 | $9.6M | Add +45.5% |
| IAU iShares Gold Trust | 0.27% | 153,715 | $9.6M | Add +8.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.27% | 12 | $9.5M | Add +140.0% |
| BSV Vanguard Short-Term Bond ETF | 0.27% | 121,084 | $9.5M | Reduce -0.9% |
| TFLO iShares Treasury Floating Ra | 0.27% | 187,185 | $9.5M | Add +9.6% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 172,850 | $9.4M | Add +10.1% |
| SCHO Schwab Short-Term US Treas | 0.27% | 384,034 | $9.4M | Add +2.9% |
| JNJ Johnson & Johnson | 0.27% | 60,046 | $9.3M | Reduce -2.0% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.26% | 117,001 | $9.2M | Reduce -6.8% |
| PG The Procter & Gamble Co. | 0.26% | 57,015 | $9.2M | Add +10.8% |
| TLT iShares 20+ Year Treasury BD | 0.26% | 102,366 | $9.1M | Reduce -15.8% |
| IQLT iShares MSCI International Q | 0.26% | 219,346 | $9.0M | Reduce -22.9% |
| HD Home Depot Inc. | 0.25% | 24,872 | $8.9M | Reduce -15.0% |
| VXF Vanguard Extended Market ETF | 0.25% | 51,851 | $8.8M | Reduce -0.7% |
| ORCL Oracle Corp. | 0.25% | 63,203 | $8.8M | Reduce -3.1% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.25% | 327,765 | $8.7M | Add +4.5% |
| CSCO Cisco Systems Inc. | 0.25% | 152,113 | $8.6M | Reduce -19.7% |
| BUFF Innovator Laddered Allocatio | 0.24% | 194,672 | $8.5M | Add +5.8% |
| IVE iShares S&P 500 Value ETF | 0.24% | 46,643 | $8.5M | Add +4.6% |
| BND Vanguard Total Bond Market | 0.24% | 115,706 | $8.5M | Add +0.2% |
| KBWP Invesco KBW Property & Casua | 0.24% | 71,620 | $8.4M | Add +2.6% |
| VOTE TCW Transform 500 ETF | 0.24% | 127,218 | $8.2M | Add +11.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.23% | 23,620 | $8.0M | Reduce -12.2% |
| PYLD PIMCO Multisector Bond Actv | 0.23% | 304,143 | $7.9M | Add +47.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.23% | 150,371 | $7.9M | Add +3.0% |
| BALT Inn Defined Wealth Shield | 0.22% | 248,451 | $7.8M | Add +1.6% |
| GOVT iShares US Treasury Bond ETF | 0.22% | 335,722 | $7.7M | Reduce -97.0% |
| DVY iShares Select Dividend ETF | 0.22% | 60,217 | $7.7M | Reduce -3.4% |
| LMBS First Trust Low Duration Opp | 0.22% | 156,767 | $7.7M | Add +200.3% |
| SHY iShares 1-3 Year Treasury Bo | 0.22% | 92,147 | $7.6M | Add +2.3% |
| QUAL iShares MSCI USA Quality Fac | 0.22% | 44,946 | $7.5M | Reduce -1.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 69,794 | $7.5M | Reduce -7.3% |
| QBUF Innv Nasdaq -100 10 B - QRT | 0.21% | 282,512 | $7.5M | Add +32.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 81,934 | $7.4M | Reduce -3.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 196,159 | $7.4M | Add +181.2% |
| XLF SS Financial Select Sector | 0.21% | 151,425 | $7.3M | Reduce -38.4% |
| PEP Pepsico Inc. | 0.21% | 53,900 | $7.2M | Add +56.3% |
| MRK Merck & Co. Inc. | 0.20% | 85,037 | $7.0M | Reduce -0.4% |
| UNH Unitedhealth Group Inc. | 0.20% | 16,732 | $7.0M | Reduce -9.4% |
| IWF iShares Russell 1000 Growth | 0.20% | 19,198 | $7.0M | Add +0.6% |
| PM Philip Morris International | 0.20% | 40,878 | $7.0M | Reduce -5.5% |
Options reported separately and not counted above: TSLA calls ($518K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | 33,947 | $1.3M | Add +2.7% |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 56,268 | $1.1M | Add +4.6% |
Total filed on the 13F, all lines: $3.5B.
Portfolio Sells Q4 2024 → Q1 2025
| GOVT iShares US Treasury Bond ETF | Reduce -97.0% | 0.22% | −7.15 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -39.2% | 0.77% | −0.62 |
| AAPL Apple Inc. | Reduce -4.3% | 3.77% | −0.58 |
| IVV iShares Core S&P 500 ETF | Reduce -3.7% | 2.99% | −0.39 |
| NVDA Nvidia Corp. | Reduce -2.8% | 0.96% | −0.24 |
| VOO Vanguard S&P 500 ETF | Reduce -10.0% | 1.16% | −0.24 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -88.8% | 0.03% | −0.21 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -15.6% | 0.64% | −0.19 |
| GOOGL Alphabet Inc. Class A | Reduce -3.9% | 0.62% | −0.16 |
| XLF SS Financial Select Sector | Reduce -38.4% | 0.21% | −0.15 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -88.1% | 0.02% | −0.15 |
| JAVA JPMorgan Active Value ETF | Reduce -85.2% | 0.02% | −0.12 |
| RSP Invesco S&P 500 Equal Weight | Reduce -43.5% | 0.12% | −0.11 |
| VST Vistra Corp. | Reduce -82.4% | 0.01% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -1.1% | 0.67% | −0.10 |
| HD Home Depot Inc. | Reduce -15.0% | 0.25% | −0.09 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -11.9% | 0.36% | −0.09 |
| XLK SS Technology Select Sector | Reduce -9.1% | 0.37% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -19.7% | 0.25% | −0.08 |
| IWP iShares Russell Mid-Cap Grow | Reduce -40.1% | 0.09% | −0.08 |
| GSLC Goldman Activebeta US LC ETF | Reduce -85.4% | 0.01% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -9.4% | 0.20% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -8.5% | 0.35% | −0.07 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −0.07 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.07 |
| IJR iShares Core S&P Small-Cap E | Reduce -29.4% | 0.09% | −0.06 |
| APOC Inr Eqty Def P ETF - 6 M A/O | Reduce -81.5% | 0.01% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Sold out | 0.00% | −0.06 |
| CVX Chevron Corp. | Reduce -2.2% | 0.33% | −0.06 |
| CBSH Commerce Bancshares Inc. | Reduce -0.6% | 0.82% | −0.06 |
| VOOG Vanguard S&P 500 Growth ETF | Reduce -12.2% | 0.23% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -25.5% | 0.19% | −0.06 |
| FTSM First Trust Enh Short Mat FD | Reduce -26.9% | 0.14% | −0.05 |
| XLE SS Energy Select Sector | Reduce -18.5% | 0.13% | −0.05 |
| IQLT iShares MSCI International Q | Reduce -22.9% | 0.26% | −0.05 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -80.5% | 0.01% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.0% | 0.40% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -77.7% | 0.01% | −0.05 |
| DIS The Walt Disney Co. | Reduce -3.8% | 0.21% | −0.05 |
| ORCL Oracle Corp. | Reduce -3.1% | 0.25% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 0.67% | −0.05 |
| FDVV Fidelity High Dividend ETF | Sold out | 0.00% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.20% | −0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.3% | 0.17% | −0.05 |
| KMB Kimberly-Clark Corp. | Reduce -48.0% | 0.05% | −0.05 |
| TLT iShares 20+ Year Treasury BD | Reduce -15.8% | 0.26% | −0.05 |
| VXF Vanguard Extended Market ETF | Reduce -0.7% | 0.25% | −0.04 |
| NOW ServiceNow Inc. | Reduce -31.7% | 0.07% | −0.04 |
| VIG Vanguard Dividend Apprec ETF | Reduce -0.4% | 0.67% | −0.04 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| IEF iShares 7-10 Year Treasury B | Add +16747.0% | 4.74% | +4.71 |
| SGOV iShares 0-3 Month Treasury B | Add +11321.7% | 2.44% | +2.42 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +24.5% | 6.67% | +0.85 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +91.7% | 1.26% | +0.60 |
| ICSH iShares Ultra Short Duration | Add +1080.3% | 0.63% | +0.58 |
| BOND PIMCO Active Bond Exchange-T | New | 0.45% | +0.45 |
| AGG iShares Core U.S. Aggregate | Add +128.3% | 0.72% | +0.40 |
| STIP iShares 0-5 Year Tips Bond E | Add +325.2% | 0.39% | +0.30 |
| LLY Eli Lilly & Co. | Add +0.0% | 1.61% | +0.22 |
| VGT Vanguard Info Tech ETF | Add +126.0% | 0.39% | +0.19 |
| VWO Vanguard Ftse Emerging Marke | Add +33.0% | 0.66% | +0.17 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +140.0% | 0.27% | +0.17 |
| FBND Fidelity Total Bond ETF | Add +289.3% | 0.20% | +0.15 |
| LMBS First Trust Low Duration Opp | Add +200.3% | 0.22% | +0.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +181.2% | 0.21% | +0.14 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +331.8% | 0.17% | +0.13 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +373.3% | 0.16% | +0.12 |
| CGUS Cap Group Core Equity | Add +836.4% | 0.14% | +0.12 |
| VIOV Vanguard S&P Small-Cap 600 V | New | 0.12% | +0.12 |
| SLYG SS SPDR S&P 600 SC GR ETF | Add +199.1% | 0.18% | +0.11 |
| CGGR Cap Group Growth Equity | Add +151.7% | 0.17% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +1.8% | 1.07% | +0.09 |
| SCHY Schwab International DVD ETF | Add +318.1% | 0.11% | +0.09 |
| CGDV Cap Group Dividend Value | Add +105.5% | 0.18% | +0.09 |
| JAAA Janus Henderson Aaa Clo ETF | Add +35.1% | 0.33% | +0.08 |
| JEPI JPMorgan Equity Premium Inco | Add +45.5% | 0.28% | +0.07 |
| PYLD PIMCO Multisector Bond Actv | Add +47.1% | 0.23% | +0.07 |
| FBTC Fidelity Wise Origin Bitcoin | Add +282.4% | 0.09% | +0.07 |
| USMV iShares MSCI USA Min Vol Fac | Add +71.2% | 0.16% | +0.07 |
| IAU iShares Gold Trust | Add +8.7% | 0.27% | +0.06 |
| JPIE JPMorgan Income ETF | Add +63.3% | 0.17% | +0.06 |
| PEP Pepsico Inc. | Add +56.3% | 0.21% | +0.06 |
| SLV iShares Silver Trust | Add +57.2% | 0.15% | +0.06 |
| COST Costco Wholesale Corp. | Add +8.5% | 0.47% | +0.06 |
| UTWO F/M US Treasury 2 Year Note | New | 0.06% | +0.06 |
| TUA Sim St Treas Fut Strat ETF | New | 0.06% | +0.06 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +11.8% | 0.50% | +0.05 |
| GIS General Mills Inc. | Add +126.1% | 0.10% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +17.0% | 0.59% | +0.05 |
| JIRE JPMorgan Int Res Enh Eqty | New | 0.05% | +0.05 |
| PSQ Proshares Short QQQ | Add +449.6% | 0.06% | +0.05 |
| QBUF Innv Nasdaq -100 10 B - QRT | Add +32.7% | 0.21% | +0.05 |
| THRO iShares U.S. Thematic Rotati | New | 0.05% | +0.05 |
| GDX Vaneck Gold Miners ETF | Add +156.4% | 0.07% | +0.05 |
| SPYI Neos S&P 500 High Income ETF | New | 0.05% | +0.05 |
| PULS Pgim Ultra Short Bond ETF | Add +118.5% | 0.09% | +0.05 |
| FMTM Mrktdsk Foc US Mmntm ETF | New | 0.04% | +0.04 |
| WMT Walmart Inc. | Add +10.5% | 0.35% | +0.04 |
| CSHI Neos Enhanced Income 1-3 Mon | Add +339.2% | 0.05% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +76.8% | 0.09% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| TSLA Tesla Inc. | call | Add +9.2% | 8,300 | $518K |
| NVDA Nvidia Corp. | put | Sold out | 14,800 | $46Kbefore exit |
| UCO Proshares Ultra Bloomberg CR | call | Sold out | 20,000 | $2before exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| FLAGSTAR BANK NA (FLG 6 11/01/51) | UNIT 05/07/2051 | Add +2.7% | 33,947 | $1.3M |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +4.6% | 56,268 | $1.1M |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,374 | $5.3B | SPY, IEF, AAPL, IVV, BRK.B |
| Q1 2026 | 1,306 | $4.7B | SPY, IEF, AAPL, IVV, SGOV |
| Q4 2025 | 1,286 | $4.7B | SPY, IEF, AAPL, IVV, MSFT |
| Q3 2025 | 1,274 | $4.5B | SPY, IEF, AAPL, IVV, MSFT |
| Q2 2025 | 1,168 | $4.0B | SPY, IEF, AAPL, IVV, MSFT |
| Q1 2025 | 1,077 | $3.5B | SPY, IEF, AAPL, BRK.B, IVV |
| Q4 2024 | 1,064 | $3.5B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q3 2024 | 1,081 | $3.4B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q2 2024 | 1,075 | $3.3B | GOVT, SPY, AAPL, IVV, BRK.B |
| Q1 2024 | 1,076 | $3.1B | GOVT, SPY, AAPL, IVV, MSFT |